Frontier AI, inside private-client work.
For wealth managers whose teams already use Claude or Codex at the edge of daily practice. ogram foundation turns that usage into a controlled operating model.
One required field. We respond through a controlled channel.
Claude and Codex, made operational.
Frontier platforms are already in the hands of serious professionals. ogram foundation turns that informal use into a configured operating perimeter.
Claude
Structured use for long documents, client material, diligence packs, correspondence, and professional memoranda.
Codex
Firm-specific automations, data preparation, workflow tools, and controlled access to internal systems.
Client workflows with discretion built in.
The diagnostic maps where AI can support client work while respecting suitability, confidentiality, source limits, and compliance review.
Client briefings
Preparation notes that combine portfolio context, meeting history, and source material.
Investment commentary
Draft commentary aligned to house view, source evidence, and review discipline.
Onboarding synthesis
Structured summaries of client documents, risk profiles, and open points.
KYC support
Assisted preparation of review notes without moving client data outside agreed paths.
Compliance exports
Traceable summaries for review, audit, and supervisory follow-up.
Connected to private-client systems.
The integration starts with categories, permissions, and review lines. Vendor-specific connectors are confirmed only after the diagnostic.
CRM / PMS category
Client relationship and portfolio-management systems where access is approved.
Market data
Research, pricing, allocation notes, and authorised third-party data feeds.
Client files
Mandates, onboarding documents, risk profiles, and meeting records.
Email / calendar
Preparation context and follow-up material within agreed boundaries.
Compliance exports
Review artefacts, approval trails, and supervisory summaries.
The legal and technical perimeter comes first.
The campaign promise is not generic adoption. It is adoption under a defensible operating model: DPA, retention policy, residency, auditability, and source boundaries mapped before scale.
DPA path
The data-processing position is clarified before production use, with firm obligations reflected in the engagement.
ZDR policy
Zero-retention requirements are mapped at platform and workflow level before sensitive work is introduced.
Model portability
Claude and Codex are integrated without making the firm dependent on a single provider or closed workflow.
Start with a wealth AI diagnostic.
A precise read of client workflows, data boundaries, and review obligations before any platform is embedded.
Request diagnostic
One required field. We respond through a controlled channel.